...
- When you first access Clients and Contacts, you will be taken to a screen that contains your recently viewed clients.
- This screen also allows you to search for other client clients you may be interested in.
- Clicking on Viewon edit icon will open the client record.
- Selecting New Client will open the screen to add a new project client record.
- Selecting Upload Clients will allow you to import client records via a csv file.
...
Field | Description | |
---|---|---|
Client Name |
| |
Address City State Postal Code |
| |
Phone Number |
| |
Status |
|
Info | ||
---|---|---|
| ||
Each client record has an optional field called External Id. For customers using MetaField in a hybrid model - using both Project Setup and an external ERP system - this field contains the id of the client in the ERP system. If the record is imported from your ERP system through the adapter you should do nothing with this field. If you are manually entering the client record either through the UI or an upload you should include the id of the client in the ERP system so that the adapter will associate the records in both systems. |
...